Capital Allocation Enhancement for Organizations and Investors
Dr. Kevin Koharki MBA, PhD
Founder - CAE Consulting, LLC
Founder - CAE Investment Advisory, LLC
The foundations for CAE Consulting, LLC and CAE Investment Advisory, LLC were created in 2000 when Dr. Kevin Koharki fell in love with investing. Put simply, Kevin wanted to be the best financial analyst he could be. After working on Wall Street, in 2014 Kevin earned his PhD in accounting and found his passion for teaching.
Years later, an Executive at a large insurer told Kevin that his teachings altered her career. Once she became confident in her knowledge of key financial concepts, she became an active, confident participant in board meetings. This earned her a promotion to Sr. Vice President, where she was given $1B in capital to manage. The key to her success and promotion was Financial Acumen, confidently speaking the Language of Business with her leaders and her team.
Lack of mutual trust between Executives and employees holds back not only their success but also the success of the firm, which depends on financial performance.
The direct connection between trust within the firm and its performance led to the birth of CAE Consulting, LLC.
When the CEO of a Fortune 100 firm referred to the program Kevin developed as "more successful than we ever could have imagined," Kevin decided to expand and help other organizations. By offering bespoke solutions to each client using their financial information and ensuring key business functions understand and can communicate how their roles and actions drive firm performance, Kevin shows clients how to achieve peak performance. Please click on the For Organizations tab in the menu bar near the top of the page to learn more.
Over time, Kevin has been asked by individuals and organizations to improve their analytical skills to become better analysts and investors. To meet this demand, Kevin applied his passion and 25 years of experience analyzing hundreds of firms and founded CAE Investment Advisory, LLC. Please click on the For Investors tab in the menu bar near the top of the page to learn more.